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Active Trader Service
Fidelity Investments. Support active and sophisticated traders through market activity, securities transactions, and trading-related questions .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial services and trading support, with a strong focus on client relationship management and the ability to simplify complex investment concepts. Proficient in identifying client needs and delivering tailored solutions to enhance the client experience.
Highest-signal resume keywords
Series 7 LicenseSeries 63 LicenseFinancial Markets KnowledgeClient Relationship ManagementTrading Support Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Securities TradingInvestment Products KnowledgeEquities TradingOptions TradingMutual FundsFixed Income SecuritiesMargin TradingRegulatory ComplianceBrokerage OperationsClient Services
Soft Skills
Strong Communication SkillsAttention to DetailSound JudgmentRelationship BuildingAbility to Manage Multiple Priorities
Certifications & Qualifications
Series 4 License
Industry Keywords
Financial ServicesTrading SupportInvestment DecisionsClient ExperienceMarket Activity
About the role
Key responsibilities & impact- Support active and sophisticated traders through market activity, securities transactions, and trading-related questions
- Build trusted relationships through inbound client interactions
- Provide education and support to help clients make informed investment decisions
- Simplify complex concepts and deliver an exceptional client experience
- Identify opportunities to connect clients with trading tools, resources, and solutions aligned with their investing needs
- Provide trading support, education, and guidance
- Partner with clients and internal business groups to deliver exceptional experiences and help investors achieve their financial goals
Requirements
What you’ll need- Primary residence must be located within a 90 mile radius at the time of application from the approved branch sites: Boca Raton, Coral Gables and Ft. Lauderdale
- Series 7 license required
- Series 63 license required
- Series 4 license preferred
- Experience in financial services, brokerage operations, trading support, client services, or a related field
- Knowledge of financial markets, investment products, securities trading, and industry regulations
- Experience supporting trading activities involving equities, options, mutual funds, fixed income securities, margin, and other investment products
- Strong communication skills with the ability to explain complex trading and investment concepts clearly and in a client-friendly manner
- Demonstrated ability to identify client needs, deliver personalized solutions, and build long-term relationships
- Strong attention to detail, sound judgment, and ability to manage multiple priorities in a fast-paced environment
- Must be able to satisfy applicable regulatory and legal requirements
- Fidelity will not provide immigration sponsorship for this position
Benefits
Comp & perks- Full-time employment
- Remote designation in the job title/location field